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Portal - Guides, Videos and Tutorials
Portal - Guides, Videos and Tutorials
Here you will find Guides, Tutorials, FAQs and Troubleshooting Articles for our Brand New Portal
90 articles in this collection
Written by
Emily,
Linda Vazquez,
and
Gabriel Ionita
Subscribing using a discount code
Subscribing using a discount code after the 14 day trial has ended.
Written by
Linda Vazquez
Updated over a week ago
How to set up a default value for number choice and text choice.
Written by
Linda Vazquez
Updated over a week ago
How to Approve/Reject an Action Plan Workflow
Written by
Linda Vazquez
Updated over a week ago
How to annotate a photo while performing an inspection.
Attach and annotate an image while performing an inspection.
Written by
Linda Vazquez
Updated over a week ago
How to reopen and edit an In progress audit in the Admin portal
How to reopen and edit an In progress audit and how to change the status to Completed from In Progress.
Written by
Linda Vazquez
Updated over a week ago
How to setup an action plan default value
Written by
Linda Vazquez
Updated over a week ago
How to Clone a complete audit
How to clone an audit that has been performed and marked complete
Written by
Linda Vazquez
Updated over a week ago
How to approve an Audit Workflow
Written by
Linda Vazquez
Updated over a week ago
How to delete or change a section/sub-section in Form Builder.
Written by
Linda Vazquez
Updated over a week ago
Action Plan Activity Report
Written by
Linda Vazquez
Updated over a week ago
How to Make a Payment
How to make a monthly/yearly payment for one or multiple user licenses.
Written by
Linda Vazquez
Updated over a week ago
How to add or change scoring to a question(s) in form builder
How to add or change the scoring of a question in form builder
Written by
Linda Vazquez
Updated over a week ago
Daily/Weekly/Monthly Reports
Schedule Daily/Weekly/Monthly reports to be emailed.
Written by
Linda Vazquez
Updated over a week ago
Cover Page on Reports
Written by
Linda Vazquez
Updated over a week ago
How to Access GoAudits via the Web App
This article helps you understand how to access the GoAudits web app on a desktop and the features available within the app.
Written by
Gabriel Ionita
Updated over a week ago
Two Factor Authentication (2FA) Feature
Written by
Linda Vazquez
Updated over a week ago
What is Approval Required and Default Assignee in Manage Action Plan Assignee
This article will explain the purpose of both features
Written by
Linda Vazquez
Updated over a week ago
How to Create a Form/Checklist from Scratch
How to create a form/checklist using your own questions and personalized responses.
Written by
Linda Vazquez
Updated over a week ago
How to Resend Email for Action Plans
This article helps you understand how to resend emails to action plan assignees.
Written by
Gabriel Ionita
Updated over a week ago
What is Auto-Fail?
This article helps you understand the auto-fail feature, how you can set it up, and how to find auto-fail reports in your portal.
Written by
Gabriel Ionita
Updated over a week ago
How to change an audit from Completed to In-Progress or Rejected
This article helps you change an audit's status from Completed to In-progress or Rejected.
Written by
Gabriel Ionita
Updated over a week ago
Action Plan Settings
Action Plan settings allows you to define the priority level of the action plans as it will appear when assigning an action plan task.
Written by
Linda Vazquez
Updated over a week ago
How to import the folder to the app once changes have been made
This article helps you import all the latest changes you made on the admin portal to your mobile device.
Written by
Gabriel Ionita
Updated over a week ago
How to enable the Action Plan on a Form/Checklist
This article helps you enable the action plan on a form/checklist.
Written by
Gabriel Ionita
Updated over a week ago
How to add additional new user licenses & make payment?
This article helps you add additional licensed users to your GoAudits account and add their details and access rights.
Written by
Gabriel Ionita
Updated over a week ago
How to Add Section Help in Form Builder in the Admin Portal
This article helps you add section help text to a checklist in GoAudits Form Builder.
Written by
Gabriel Ionita
Updated over a week ago
How to create an action plan during an inspection
This article helps you understand how to create an action plan and where you can find it later.
Written by
Gabriel Ionita
Updated over a week ago
How to Add an Action Plan Assignee
Written by
Linda Vazquez
Updated over a week ago
Broadcast
Written by
Linda Vazquez
Updated over a week ago
How to install the GoAudits app on mobile devices
How to install the app on mobile devices
Written by
Linda Vazquez
Updated over a week ago
Voice to Text
This article helps you understand how to use the Voice-to-Text feature on mobile devices.
Written by
Gabriel Ionita
Updated over a week ago
How to Update the Pass/Fail Percentage of an Audit
Update the Pass/Fail Percentage of an audit by score type, min value, max value, grade color and grade text
Written by
Linda Vazquez
Updated over a week ago
How to Delete/Archive a User?
This article helps you delete/archive or restore a user in the admin portal.
Written by
Gabriel Ionita
Updated over a week ago
How to Edit Questions in a Form/Checklist
This article helps you edit questions/answers in a form/checklist that has already been used to perform an inspection and generate a report.
Written by
Gabriel Ionita
Updated over a week ago
How to Carry Out Action Plans as an Assignee
How to carry out action plans as an assignee and how to change the status of an action item.
Written by
Linda Vazquez
Updated over a week ago
How to Edit a Location
This article helps you change location name, code, address, distribution group, time zone, email, and tags on a previously created location.
Written by
Gabriel Ionita
Updated over a week ago
How to Add a Company Logo
This article explains how to add a company logo in the admin portal.
Written by
Gabriel Ionita
Updated over a week ago
Giving Basic Permissions to Users
This article talks about the various basic permissions you can give to GoAudits users.
Written by
Gabriel Ionita
Updated over a week ago
How to Edit a Form/Checklist Name
This article helps you edit form details like name, short name, the person in charge, signature in-app, template logo, etc.
Written by
Gabriel Ionita
Updated over a week ago
About Email Template
This help article talks about the Email Template section and how to send a checklist report to an email address
Written by
Gabriel Ionita
Updated over a week ago
About Report Tags
This article helps you understand report tags, how to create and assign them to questions.
Written by
Gabriel Ionita
Updated over a week ago
Advanced Permissions & Role
This article helps you customize permissions, assign them to a specific role or a user, manage permissions, view permissions, etc.
Written by
Gabriel Ionita
Updated over a week ago
About Custom Fields
This article explains what custom fields are and how to create and use them.
Written by
Gabriel Ionita
Updated over a week ago
How to Change the Answer Colour
How to change the answer colour from black to another colour
Written by
Linda Vazquez
Updated over a week ago
How to Change the Question Colour
How to change a question to a different colour
Written by
Linda Vazquez
Updated over a week ago
How to Add/Edit Score Range
This article helps you add or edit the score range in a specific checklist.
Written by
Gabriel Ionita
Updated over a week ago
About Image Gallery
This article helps you understand the 'Image Gallery' section and how you can manage the images captured from all the audits.
Written by
Gabriel Ionita
Updated over a week ago
About Locations
This article helps you understand the 'Locations' section in the GoAudits admin portal. You can manage the locations you've created here.
Written by
Gabriel Ionita
Updated over a week ago
About Forms/Checklists
This article explains the Forms/Checklists section in the admin portal. You can create, edit, clone, or delete audit forms.
Written by
Gabriel Ionita
Updated over a week ago
How to Create a Question
How to create a question, customize the answer, select response style and add response type on an audit/checklist/questionnaire.
Written by
Linda Vazquez
Updated over a week ago
How to add a location and edit an existing location
This article helps you add or edit location details like name, code, address, distribution group, time zone, email, tags, etc.
Written by
Gabriel Ionita
Updated over a week ago
About Mandatory Fields (Comments, Photo)
How to require a mandatory photo or comment for a specific question on a checklist/audit
Written by
Linda Vazquez
Updated over a week ago
About Question Help
The purpose of the Question Help feature and how to add helpful information to assist those performing the audit.
Written by
Linda Vazquez
Updated over a week ago
Brief Description of Basic Fields and Response Types Available
What is Basic Fields and a description of the Response Types
Written by
Linda Vazquez
Updated over a week ago
How to Edit a Response Type to a Question in a Form/Checklist
This article helps you edit a response type like a button, date, text, list, number, etc. to an existing question in a checklist.
Written by
Gabriel Ionita
Updated over a week ago
How to Change Response Type or Answer Pattern to a Question
How to change the response type or Answer Pattern to a question.
Written by
Linda Vazquez
Updated over a week ago
How to Set the Scoring, inclusive of N/A answer option
How to set or change the scoring, inclusive of N/A answer option.
Written by
Linda Vazquez
Updated over a week ago
How to Create a New Form/Checklist from Scratch
Creating a questionnaire, start with a blank template, customize answer and score.
Written by
Linda Vazquez
Updated over a week ago
About Manage Reports
This article explains the Manage Reports section in the admin portal. Here you can manage reports that are generated from your audits.
Written by
Gabriel Ionita
Updated over a week ago
How to Remove a Response
How to remove a response on an audit form/checklist
Written by
Linda Vazquez
Updated over a week ago
How to Add/Edit a Picture to a Question (Preloaded photos)
How to Add/Edit a picture to a question during form builder setup.
Written by
Linda Vazquez
Updated over a week ago
How does an Action Plan Assignee receive the tasks?
This article shows you how an action plan assignee receives and closes tasks.
Written by
Gabriel Ionita
Updated over a week ago
Guides and Tutorials
Important Links
Important links to GoAudits portals.
Written by
Linda Vazquez
Updated over a week ago
How to find the template library
Finding the template library, how to use templates
Written by
Linda Vazquez
Updated over a week ago
How to Remove Templates
Quick guide on how to remove templates.
Written by
Linda Vazquez
Updated over a week ago
Extra Signature(s)
How to add more signatures, extra signatures.
Written by
Linda Vazquez
Updated over a week ago
Workflow Setup and How to enable Approval Workflow
Written by
Linda Vazquez
Updated over a week ago
How to Delete/Archive a Company/Department
Quick guide on how to delete/archive a company you no longer require
Written by
Linda Vazquez
Updated over a week ago
How to Restore a Deleted/Archived Company/Department
Quick guide on how to restore previous companies that were deleted.
Written by
Linda Vazquez
Updated over a week ago
How to Create Conditional Questions?
This article helps you understand what is a conditional question and how to add a conditional question to a form/checklist.
Written by
Linda Vazquez
Updated over a week ago
How to Edit a Company or Department
Quick guide on how to edit the details of your company or departments already setup
Written by
Linda Vazquez
Updated over a week ago
Changing the Answer Pattern for Questions that have been Used in Reports
How to Change the Answer Pattern for Questions that have been Used in Reports
Written by
Linda Vazquez
Updated over a week ago
How to Delete a Location
Quick guide on how to delete a location you may no longer need.
Written by
Linda Vazquez
Updated over a week ago
How to Clone a Form/Checklist?
This article will explain how to Clone/Duplicate a Form/Checklist.
Written by
Linda Vazquez
Updated over a week ago
How to Restore a Location
A quick guide on how to restore a location you previously deleted/archived.
Written by
Linda Vazquez
Updated over a week ago
How to Find or View a Company
Quick guide on how to find or view a company
Written by
Linda Vazquez
Updated over a week ago
How to Add a Response
How to Add a Response type and change the color of the response
Written by
Linda Vazquez
Updated over a week ago
Reports
Keep Reports Private
How to bypass the email being sent to the usual distribution group
Written by
Emily
Updated over a week ago
Company Description & Usage, Confidentiality Information
Report configuration, company description & confidentiality features, optional.
Written by
Linda Vazquez
Updated over a week ago
Printing an Audit Report
Quick guide on how to print an audit report.
Written by
Linda Vazquez
Updated over a week ago
How to Download and View a Report
Quick guide on how to download and view a report.
Written by
Linda Vazquez
Updated over a week ago
How to Archive/Restore Reports
A quick guide on how to archive a report if you no longer need it or restore a report if you change your mind.
Written by
Linda Vazquez
Updated over a week ago
How and Why to Regenerate a Report
Quick guide on how to regenerate a report and why you might need to do so.
Written by
Linda Vazquez
Updated over a week ago
How to Filter the Search of your Reports
Quick guide on how to custom your search using the filter function.
Written by
Linda Vazquez
Updated over a week ago
User Administration
How to Create a Permission
Quick guide on how to create permissions to your app.
Written by
Linda Vazquez
Updated over a week ago
Changing User Password from the Admin Portal
Quick guide on how to change the password of a user from the admin portal
Written by
Linda Vazquez
Updated over a week ago
How to Restore Users
Quick guide on how to restore users that have been archived or deleted.
Written by
Linda Vazquez
Updated over a week ago
Action Plans
About Analytics Action Plans
Quick guide on how to view your action plans.
Written by
Linda Vazquez
Updated over a week ago
Frequently Asked Questions (FAQs)
All About Sections
What are Sections and how to use and create them
Written by
Emily
Updated over a week ago
How to Create, Move, and Clone Questions
How to create new questions and move and clone existing questions.
Written by
Linda Vazquez
Updated over a week ago